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• Recent Topics

• New Menu Layout Feedback

  I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something

• How to use Rollup Summary in a Formula Field?

  I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

• Form Accessibility

  Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 

• Cannot schedule report delivery

  The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.

• adding attachment in sendmail script where attachment is in a CRM field

  Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you

• Signature field is showing black

  Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

• [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

  Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility into

• How to update changed purchase account of item in invoice

  I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

• Zoho Suite is very slow

  Since today Zoho is incredibly slow over all applications! What's going on?

• Not sure how to use credits to my account

  Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris

• Control who sees Timeline and Interactions in Zoho CRM through Profiles

  The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations

• Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

  Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.

• Zoho Creator to Zoho CRM Images

  Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

• Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

  Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

• Issue showing too many consultations in my workspace link.

  Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

• 👋 Welcome to the Zoho MCP Community

  Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re

• CRM Validation Rules Support Only Single Condition

  Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution

• Unapproved Leaves are hard to distinguish in Attendance View

  This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are

• Performance Appraisal Probation Period

  Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!

• Zoho Creatorの一括操作における処理の同期/非同期について

  現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか？それとも非同期的に行われるのでしょうか？ 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。

• Adding Chargebee as a Data Connector

  Is it possible to get Chargebee added as a Zoho Analytics data connector?

• Delete commerce website

  I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The

• Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

  My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will

• Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

  Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

• This mobile number has been marked spam. Please contact support.

  Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp

• Print checks for owner's draw

  Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

• Zoho Books - Hide Convert to Sales Order if it can't be used.

  Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive

• What’s New in Zoho Inventory | April 2025

  Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

• Zoho Books - Quotes to Sales Order Automation

  Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow

• When Zoho Tables Beta will be open to EU data center

  Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

• Pass current date to a field using Zoho Flow

  I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed

• API: Mark Sales Order as Open + Custom Status

  Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the

• Zoho Quartz Screen Recording

  Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

• Tip 26: How to hide the "Submit" button from a form

  Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then

• filter broke my data

  I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

• How do I move Notes around within a Group?

  It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the

• Generate a link for Zoho Sign we can copy and use in a separate email

  Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

• Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

  I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting

• Separate Items & Services

  Hi, please separate items and services into different categories. Thank you

• What's New in Zoho Inventory | Q2 2025

  Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

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